PSI Advisors’s Dominion Energy D Stock Holding History

PSI Advisors’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-162	Closed	-$9.08K	–	225
2025 Q1	$9.08K	Hold	162	–	–	﹤0.01%	460
2024 Q4	$8.73K	Hold	162	–	–	﹤0.01%	551
2024 Q3	$9.36K	Hold	162	–	–	﹤0.01%	549
2024 Q2	$7.94K	Buy	162 +102	+170%	+$5.2K	﹤0.01%	553
2024 Q1	$2.95K	Sell	60 -13	-18%	-$607	﹤0.01%	646
2023 Q4	$3.43K	Hold	73	–	–	﹤0.01%	672
2023 Q3	$3.26K	Sell	73 -273	-79%	-$13.6K	﹤0.01%	644
2023 Q2	$17.9K	Buy	346 +13	+4%	+$707	0.01%	410
2023 Q1	$18.6K	Sell	333 -275	-45%	-$16.1K	0.01%	347
2022 Q4	$37.3K	Sell	608 -220	-27%	-$13.8K	0.02%	253
2022 Q3	$57K	Hold	828	–	–	0.03%	210
2022 Q2	$66K	Sell	828 -25	-3%	-$2.06K	0.03%	214
2022 Q1	$72K	Hold	853	–	–	0.03%	227
2021 Q4	$67K	Hold	853	–	–	0.03%	248
2021 Q3	$62K	Buy	+853	New	+$65K	0.03%	257
2020 Q2	–	Sell	-2,853	Closed	-$205K	–	115
2020 Q1	$205K	Sell	2,853 -1,575	-36%	-$129K	0.19%	100
2019 Q4	$366K	Buy	+4,428	New	+$362K	0.24%	87

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PSI Advisors's D Position: Q2 2025 in Review

PSI Advisors sold out of Dominion Energy (D) in Q2 2025, closing a stake of 162 shares — an estimated $9.08K sold.

PSI Advisors first reported a position in D in Q4 2019 and held it in 17 quarters. The position peaked at $366K in Q4 2019. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

PSI Advisors reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 162 Dominion Energy shares in Q2 2025, an estimated $9.08K.
PSI Advisors first reported a position in Dominion Energy in Q4 2019 and held it in 17 quarters.
PSI Advisors's Dominion Energy position peaked at $366K in Q4 2019.
1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.